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About Us

RITA’s Vision

RITA's vision is to be the leading innovator and contributor of retirement services industry knowledge and “best practices”, thereby enabling its members to provide the highest levels of retirement account and alternative asset administration and custody services. By doing so, we will help improve and expand opportunities for all Americans to invest and save for their retirement.

RITA’s Mission

RITA is non-profit association of regulated banks, trust companies and industry-related professionals. Our Mission is to:

  1. Provide a forum for the development of industry initiatives to be put forward to regulators and industry related governmental agencies for the purpose of promoting the benefits that RITA members offer Americans;
  2. Promote the need for further diversification of retirement savings accounts through the incorporation of alternative investments;
  3. Help define products, services and laws that will enhance RITA members’ and investors’ and retirement savers’ opportunities;
  4. Develop and provide public and internal educational and informational material and “best practices” for our members, the American public and other interested parties;
  5. Encourage the delivery of the highest quality services in our industry by our members; and

Promote the virtues of RITA members’ services through public relations, internet exposure, lobbying and participation in the law and rule-making process within government.



How did the Retirement Industry Trust Association (RITA) start?

Following the Tax Reform Act of 1986, it was clear to custodians and banks serving the self-directed retirement plan industry that a unified voice was needed to represent the interests of the industry.

The next year, 1987, the Retirement Industry Trust Association (RITA) was formed by Mary Mohr, Executive Director and other key industry professionals.

Its purposes are to:

  • Promote, through legislative and regulatory lobby activities, the interests of trustees, custodian and administrators of self-directed retirement plans holding alternative assets;
  • Encourage the development and use of uniform procedures in the administration of self-directed retirement plans;
  • Provide a forum for the exchange of general information about the efficient administration of self-directed retirement plans;
  • Improve business conditions in the industry devoted to marketing self-directed retirement plans;
  • Stimulate personal and professional development and education among members.

Today, RITA members hold approximately $90 Billion in alternative assets in self-directed retirement plans.